Zotefoams Share Discussion Threads

[battlebus2] 30/3/2015 11:50

Schroders adding 15 to 16 now.

[battlebus2] 27/3/2015 16:35

Blackrock selling a few.

[battlebus2] 25/3/2015 15:07

Yes a great performance and £3 could be sooner than we think :))

[janeann] 25/3/2015 14:28

Thanks exbroker; Ive been here a while and not looking to exit yet although surprised at the scale of the post results rise. that said 390000 have just changed hands above mid price.

[exbroker] 25/3/2015 11:21

Hi janeann
Liquidity looks ok and the market cap is high enough so no reason why not. Some may be in the price but it could get to 300 or a bit above.I hold lots of these and am very happy to stay in for the longer term.

[janeann] 25/3/2015 09:47

and do you think they may qualify for the all share index this year? And if so any views on the impact on share price that might have?

thanks

[exbroker] 25/3/2015 09:38

The high last year was caused by buyers thinking it was going into the index, that has not happened this year YET!

[battlebus2] 24/3/2015 16:02

Closing in on that new high :))

[exbroker] 20/3/2015 11:37

The management were very relaxed when I met them, and there was a lot more detail in the results as well as the presentation. the longer we own this the more we will make when it gets sold which I hope wont be for several years yet.

[battlebus2] 20/3/2015 11:05

Getting close to a high for over a year :))

[battlebus2] 20/3/2015 09:54

Yes Karen we are a long way from the ftse 250 lol... still we can dream.

[exbroker] 20/3/2015 09:15

They are far too small for the 250, you need to be about £600m so they are a long way from that! There will be tracker buying if they go in at the annual review in June.

[battlebus2] 20/3/2015 08:40

Indeed and should see some tracker funds buying in..

[kabrams] 20/3/2015 08:11

Joined you here too BBUS.

Wouldn't it be rewarding for the directors if they squeeze into the 250, and for us shareholders.

[battlebus2] 20/3/2015 08:04

I hope it happens this year Exbroker, no better company deserves to be in it.

[exbroker] 20/3/2015 08:01

The FX will slightly help them this year they have more sales in $ than euros.
Liquidity calculations suggest they will go into the smallcap index in June. I know this was said last year but the volume has been higher this year even with the additional shares in issue.

[battlebus2] 19/3/2015 23:11

Just catching up here and very pleased with the results even given the foreign exchange. As Exbroker says this is a quality stock!

[exbroker] 19/3/2015 14:28

It would be one of the global players after the IP from Mucell, I went to the presentation all looks good for this year, quality stock!

[emeraldzebra] 19/3/2015 08:55

often wonder whether there might be synergies attractive to big packaging Co's like for example DS Smith - but maybe Zotes a little too specialised.

[exbroker] 18/3/2015 15:46

copy of the summary from one of the brokers.

Our View: Zotefoams has continued its good underlying progress in FY14, increasing normalised PBT by 34% to £5.6m and delivering sales growth across all divisions and major geographies. As expected, the strength of sterling has impacted on reported results, reducing top line growth from 15% to 10%. Polyolefin foams experienced a stable recovery following destocking in FY13, despite delayed shipments in Q4, and HPP made on-going headway in existing and new applications. Whilst MuCell generated a small loss, the technology gained demonstrable traction in its validation and management now estimates it to be used in over 80m Dove body wash bottles. Long term prospects here remain substantial and global, while the recent JV in China should underpin progress within the HPP business. Our unchanged forecasts would appear conservative against this potential. We retain our Add recommendation and 285p PT.

[janeann] 17/3/2015 08:03

Results out; looks good to me especially given the exchange rate not in their favour.

Increaseing profilt, good forward order book and gradually increasing dividend.

[battlebus2] 11/3/2015 16:04

Good news with the tie up with King Lia in China..

[battlebus2] 15/2/2015 23:31

Thanks exbroker.


Zotefoams - Croydon, Greater London - £40,000-45,000 per year

Planning Manager (Manufacturing)

Zotefoams plc is a world leader in cellular material technology. We are seeking an experienced Planning Manager to manage the Planning Department and develop a performance based, process thinking culture throughout the planning function.

Position: Planning Manager
Location: Croydon, London
Salary: £40,000 - £45,000 per annum

ROLE:
Zotefoams plc is the gold standard in cross-linked block foam technology. We use a unique production process that gives our products superior strength, consistency, quality and purity. Our foams are used in a wide range of markets including sports and leisure, aviation, automotive, packaging, healthcare, toys, building, marine and the military. Zotefoams is a UK company with operations and ventures in the US and the Far East.

The Planning Manager will manage the Zotefoams Planning Department so that manufacturing planning and inventories at all levels from raw materials to fabricated products are optimised and customers are supplied with their requested goods on-time, in full at an economic cost. You will support the drive for a process thinking culture which is performance based and looking for continuous improvement at all levels.

RESPONSIBILITIES:
a) Delivery of a number of manufacturing plans on a pre-agreed basis including material requirements planning at 2,3,4,5,6 and 7 levels of stock using the company ERP planning system. Communication of these plans and their relevant aspects to different groups within the company.
b) Development of planning tools using the Zotefoams ERP system and other systems to provide improved manufacturing planning and stock management.
c) Ownership of the Demand and Supply Planning steps of the company Sales and Operations Planning system, ensuring Demand and Supply plans are produced on time each month; organisation and running of the monthly Supply Planning meeting within this process. Translate Master Production schedules into capacity plans, recognising the limits of production capacity, coordinate medium & long term demand vs. capacity reviews through the S&OP process.
d) Production of monthly KPIs, reports and other data required to measure the success of business operations both within the supply chain and where required across the whole business including lead times, schedule performance and capacity management.
e) Set up, maintenance and regular review of safety stock levels both at Croydon and appropriate regional locations to reduce the risk of non- or late supply to customers.
f) Building and regular monitoring of a stock model for stock at all levels, which attempts to identify the optimum stockholding of products accounting for their inventory value, replenishment lead times, both internal manufacturing and external procurement (including the exploded Bill of Materials).
g) Working with commercial and marketing colleagues review on a pre-agreed basis the product range for slow and non-moving, obsolete stock making recommendations for write-offs and SKU rationalisation.
h) Management of a perpetual inventory process counting Croydon based stock at intervals appropriate to their throughput. Management of the annual Croydon site stocktake of raw materials, semi- and manufactured goods.
i) Management of Azote, HPP, Walton & Asia conflicting capacity demands.
j) Implement processes where value streams are constantly measured, challenged & improved in terms of eliminating waste & improving the service offering to the market-place.

[exbroker] 10/2/2015 16:13

Figs on 17 March